James I. Black & Company offers personalized investment advisory services, including wealth management, portfolio management, and financial planning. JIBC works with clients to determine their financial goals and risk tolerance, then creates customized portfolios or uses pre-determined strategies. JIBC monitors portfolios and rebalances them as needed. Financial planning services include tax, charitable giving, estate, and retirement planning.
Assets Under Management$140M
Clients130
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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